David Christopher Lauritzen
Investment adviser representative at Confidence Wealth Management, Inc.
16 yearsExperience
2 statesRegistered in
$454.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Confidence Wealth Management, Inc.Apr 2020 to now
- NY Life Securities LLCDec 2019 to now
- New York LifeOct 2019 to Apr 2020
- Universal StudioAug 2019 to Nov 2019
- Sky Zone Trampoline ParkApr 2019 to Jul 2019
- Fidelity Personal and Workplace AdvisorsJul 2018 to Feb 2019
- Fidelity InvestmentsDec 2010 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Confidence Wealth Management, Inc.
$454.1MAssets managed
743Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5555281
- Firm CRD
- 127383